Steward Partners Investment Advisory, LLC - KRANESHARES TR ownership

KRANESHARES TR's ticker is IVOL and the CUSIP is 500767736. A total of 108 filers reported holding KRANESHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of KRANESHARES TR
ValueSharesWeighting
Q3 2023$216,346
+4.9%
10,523
+5.0%
0.00%0.0%
Q2 2023$206,216
-9.4%
10,0200.0%0.00%
-25.0%
Q1 2023$227,650
+0.5%
10,020
+0.0%
0.00%0.0%
Q4 2022$226,538
-10.1%
10,019
-12.0%
0.00%
-20.0%
Q3 2022$252,000
-23.4%
11,381
-12.4%
0.01%
-16.7%
Q2 2022$329,000
-2.4%
12,999
-1.1%
0.01%
+20.0%
Q1 2022$337,000
-4.5%
13,1480.0%0.01%0.0%
Q4 2021$353,000
-1.9%
13,148
+1.7%
0.01%
-16.7%
Q3 2021$360,000
+0.8%
12,929
+0.0%
0.01%0.0%
Q2 2021$357,000
-99.9%
12,925
-36.2%
0.01%
+20.0%
Q1 2021$579,088,000
+402044.4%
20,262
+292.9%
0.01%
+66.7%
Q4 2020$144,0005,1570.00%
Other shareholders
KRANESHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
PEAK FINANCIAL ADVISORS LLC 354,182$9,906,0008.54%
TMD Wealth Management, LLC 441,557$12,350,0006.92%
VCU Investment Management Co 395,541$11,063,0005.72%
SimpliFi, Inc. 271,597$7,597,0003.54%
Ballew Advisors, Inc 139,517$3,930,0003.03%
SlateStone Wealth, LLC 378,030$10,573,0002.64%
WealthPLAN Partners, LLC 955,956$27,369,0002.33%
Silverleafe Capital Partners, LLC 160,828$4,498,0002.04%
MBL Wealth, LLC 156,940$4,390,0001.74%
BAR HARBOR TRUST SERVICES 152,485$4,265,0001.59%
View complete list of KRANESHARES TR shareholders